James Blakely
James Blakely is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3333 N. Hayden Road, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Criminal
March 1999Other Business ActivitiesSells Insurance
James is a member of an investment club, a corporate officer and half owner of Blakely Walters Insurance/Wealth Management (spending full-time hours), and has ownership in several marketing, real estate, tax, and holding companies, as well as being a committee member at Camelback Bible Church. He also works as a mortgage agent.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Blakely Walters Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.